Nice post, Scrapps. To hell with router market share - everyone knows
that universe belongs to Cisco. But wait, Dell'Oro, an independent
source, says remote access market is....
Sales ($M) Revenue Share (%)
Remote Access Market 553.8 100
US Robotics 152.0 27.4
Ascend 128.5 23.2
Cisco 85.6 15.4
Shiva 40.6 7.3
3Com 19.7 3.6
My, isn't that interesting. May I presume that you have have shared
this little tidbit with our friends over on the Ascend thread?
Dell'Oro also said:
"In the Remote Access market, the Dell'Oro Group's report indicated
that Access Concentrator sales continued to increase, up 33 percent
sequentially. This quarter's expansion was propelled by healthy
growth in async port shipments."
Of course, they couldn't speak to USR's sequential growth, since USR
has never disclosed RA sales until this last quarter, but I'll bet
that it was much higher than Ascend's 33%. I would seem that USR's
management was very truthful and accurate when they stated that they
are the market leader in RA equipment! |
